Managing users in the Ingage app comprises adding users individually, adding users in bulk via a CSV file, and deleting users. Below are detailed instructions for each action:
Adding Users
You can add users individually following these steps:
Click Manage in the left sidebar.
Select Users from the dropdown menu.
Click Add Users in the upper-right corner.
Enter the user’s email address and choose a Company Role.
Click Add to List. Repeat for additional users.
Once all users have been added to the list, click Add Users to complete the process.
Bulk User Importing (via CSV)
To add multiple users simultaneously, use the bulk import feature with a CSV file:
Create a CSV file with four columns: First Name, Last Name, Email Address, and Team Name.
In the Ingage app, click Manage in the left sidebar.
Select Users from the dropdown menu.
Click Import CSV in the upper-right corner.
Choose your CSV file and select the role to assign these users.
Click Import to finalize.
The app will automatically add users to the specified teams. If a team listed in the CSV doesn’t exist, it will be created during the import process.
Deleting Users
To remove a user from your organization, follow these steps:
Click Manage in the left sidebar.
Select Users from the dropdown menu.
Locate the user to be removed.
Click the arrow button next to the user’s name.
Click the red Remove button.
Confirm the removal by clicking Remove User.
Related Topics
These processes provide a convenient and straightforward way to manage users in Ingage effectively.